A detailed history of Sym Financial Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sym Financial Corp holds 3,688 shares of VIG stock, worth $671,769. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,688
Previous 2,852 29.31%
Holding current value
$671,769
Previous $520,000 29.42%
% of portfolio
0.11%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$173.33 - $185.29 $144,903 - $154,902
836 Added 29.31%
3,688 $673,000
Q1 2024

May 06, 2024

SELL
$168.47 - $182.98 $106,641 - $115,826
-633 Reduced 18.16%
2,852 $520,000
Q4 2023

Feb 06, 2024

BUY
$150.16 - $171.16 $28,680 - $32,691
191 Added 5.8%
3,485 $593,000
Q3 2023

Oct 27, 2023

BUY
$155.38 - $166.95 $169,208 - $181,808
1,089 Added 49.39%
3,294 $511,000
Q2 2023

Aug 02, 2023

SELL
$152.74 - $162.43 $72,398 - $76,991
-474 Reduced 17.69%
2,205 $358,000
Q1 2023

May 02, 2023

SELL
$147.24 - $158.33 $116,025 - $124,764
-788 Reduced 22.73%
2,679 $412,000
Q4 2022

Jan 19, 2023

SELL
$144.84 - $158.71 $360,941 - $395,505
-2,492 Reduced 41.82%
3,467 $0
Q3 2022

Oct 28, 2022

BUY
N/A
3,027 Added 103.24%
5,959 $805,000
Q2 2022

Jul 19, 2022

BUY
N/A
161 Added 5.81%
2,932 $421,000
Q1 2022

Apr 22, 2022

BUY
N/A
195 Added 7.57%
2,771 $449,000
Q2 2021

Jul 20, 2021

SELL
N/A
-75 Reduced 2.83%
2,576 $399,000
Q1 2021

Apr 19, 2021

SELL
N/A
-55 Reduced 2.03%
2,651 $390,000
Q4 2020

Jan 26, 2021

BUY
N/A
1,020 Added 60.5%
2,706 $382,000
Q3 2020

Oct 13, 2020

BUY
N/A
1,686 New
1,686 $217,000
Q1 2020

Apr 28, 2020

SELL
N/A
-1,705 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
N/A
1,705 New
1,705 $213,000
Q4 2018

Feb 13, 2019

SELL
N/A
-1,845 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
N/A
1,845 New
1,845 $204,000
Q2 2018

Aug 13, 2018

SELL
N/A
-2,469 Closed
0 $0
Q1 2018

May 15, 2018

SELL
N/A
-58 Reduced 2.3%
2,469 $249,000
Q4 2017

Feb 14, 2018

BUY
N/A
2,527
2,527 $258,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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